Anic Equity¶
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Total return since start: 0.563 %¶
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Equity now: -----------------------------> 47737.61 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46342.65 Kr¶
PnL: ---------------------------------------> -545.92 Kr¶
DD now: ---------------------------------> -1.835 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-24 12:49:35.481299'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | -1.940000 | 3146.000000 | 175.000000 | 5.890000 | 2971.000006 |
| HEBA B | 70 | -1.970000 | 2782.500000 | 146.500000 | 5.560000 | 2636.000010 |
| Corem Property Group B | 59 | -1.680000 | 622.450000 | 45.450000 | 7.880000 | 576.999999 |
| AcadeMedia | 12 | 0.000000 | 602.400000 | 45.400000 | 8.150000 | 557.000004 |
| MedCap | 2 | -0.430000 | 463.000000 | 42.000000 | 9.980000 | 421.000000 |
| HMS Networks | 2 | -0.670000 | 712.400000 | 39.400000 | 5.850000 | 673.000000 |
| Resurs Holding | 22 | 0.690000 | 607.860000 | 33.860000 | 5.900000 | 573.999998 |
| Samhällsbyggnadsbo. i Norden B | 20 | -2.370000 | 387.600000 | 32.600000 | 9.180000 | 355.000000 |
| SAAB B | 8 | 0.050000 | 3404.800000 | 27.800000 | 0.820000 | 3377.000000 |
| Boozt | 12 | -0.430000 | 1681.200000 | 27.200000 | 1.640000 | 1653.999996 |
| FM Mattsson Mora Group B | 50 | -0.340000 | 2950.000000 | 23.000000 | 0.790000 | 2927.000000 |
| Swedbank A | 3 | 2.240000 | 581.250000 | 17.250000 | 3.060000 | 564.000000 |
| Intrum | 4 | -0.510000 | 543.600000 | 16.600000 | 3.150000 | 527.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.000000 | 576.450000 | 14.450000 | 2.570000 | 562.000005 |
| Securitas B | 6 | 0.680000 | 583.920000 | 13.920000 | 2.440000 | 570.000000 |
| Coor Service Management Hold. | 8 | -0.290000 | 545.200000 | 13.200000 | 2.480000 | 532.000000 |
| Eastnine | 4 | -0.940000 | 504.000000 | 13.000000 | 2.650000 | 491.000000 |
| OEM International B | 7 | -0.900000 | 539.700000 | 11.700000 | 2.220000 | 527.999997 |
| Nordea Bank Abp | 29 | 0.590000 | 3464.340000 | 10.340000 | 0.300000 | 3453.999992 |
| Norva24 Group | 16 | -2.270000 | 552.000000 | 9.000000 | 1.660000 | 543.000000 |
| Karnov Group | 9 | -0.170000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Handelsbanken A | 5 | 0.460000 | 548.500000 | 2.500000 | 0.460000 | 546.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -1.160000 | 246.000000 | 0.000000 | 0.000000 | 246.000000 |
| Creaspac SPAC | 6 | -0.310000 | 574.800000 | -2.200000 | -0.380000 | 577.000002 |
| CTEK | 13 | -1.410000 | 529.100000 | -4.900000 | -0.920000 | 533.999999 |
| Midsona B | 63 | 0.110000 | 570.150000 | -12.850000 | -2.200000 | 582.999984 |
| Essity B | 2 | -1.310000 | 555.800000 | -18.200000 | -3.170000 | 574.000000 |
| International Petroleum Corp. | 5 | -1.740000 | 565.000000 | -29.570000 | -4.970000 | 594.565215 |
| Essity A | 4 | -1.940000 | 1110.000000 | -39.000000 | -3.390000 | 1149.000000 |
| Sampo Oyj SDB | 7 | -0.910000 | 3808.000000 | -42.000000 | -1.090000 | 3850.000000 |
| Vivesto | 1368 | -1.040000 | 545.830000 | -67.170000 | -10.960000 | 612.999432 |
| Axfood | 13 | -0.570000 | 3640.000000 | -116.000000 | -3.090000 | 3756.000001 |
| OX2 | 18 | -1.310000 | 1421.100000 | -242.900000 | -14.600000 | 1663.999992 |
| Fasadgruppen Group | 35 | 1.700000 | 3556.000000 | -255.000000 | -6.690000 | 3810.999990 |
| Ovzon | 52 | -1.070000 | 2880.800000 | -481.200000 | -14.310000 | 3361.999992 |
| TOTAL | 46342.650000 | -545.920000 | -1.83484% | 46888.564618 |
Updated:¶
'2023-01-24 12:49:48.131956'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
